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Centurion Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Centurion Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,204
Closed -$555K – 302
2026
Q1 		$555K Buy
1,204
+30
+3% +$15.2K 0.13% 151
2025
Q4 		$665K Buy
1,174
+107
+10% +$57K 0.15% 121
2025
Q3 		$477K Buy
1,067
+95
+10% +$45.6K 0.11% 163
2025
Q2 		$528K Sell
972
-4
-0.4% -$2.09K 0.15% 117
2025
Q1 		$509K Hold
976
– – 0.16% 101
2024
Q4 		$509K Buy
976
+62
+7% +$32.3K 0.16% 101
2024
Q3 		$449K Buy
+914
New +$426K 0.14% 112

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Centurion Wealth Management's ISRG Position: Q2 2026 in Review

Centurion Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 1,204 shares — an estimated $555K sold.

Centurion Wealth Management first reported a position in ISRG in Q3 2024 and held it in 7 quarters. The position peaked at $665K in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Centurion Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 1,204 Intuitive Surgical shares in Q2 2026, an estimated $555K.
  • Centurion Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and held it in 7 quarters.
  • Centurion Wealth Management's Intuitive Surgical position peaked at $665K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.